Digital Marketing 4FP (for Certified Financial Planner Professionals)

By Digital Marketing 4FP

We share the best digital marketing techniques for Financial Planners.

  1. 1.
    S2 E09 | Be on the winning side of the interest rate
    35:25
  2. 2.
    S2 E08 | College Planning and Funding Advice
    32:45
  3. 3.
    S2 E07 | Communicate more clearly with your clients
    45:50
  4. 4.
    S2 E06 | What is your Money Quotient?
    35:20
  5. 5.
    S02 E05 | A Community of Paraplanners
    38:55
  6. 6.
    S2 E04 | Appreciative Coaching with Jody Jacobson
    51:32
  7. 7.
    S2 E03 | Deeper Answers with Motivational Interviewing
    47:09
  8. 8.
    S2 E02 | Don't destroy your CRM! (Salesforce and CRM automation)
    38:52
  1. 9.
    S2 E01 | What does Crystal Know about your next client?
    37:02
  2. 10.
    E26 | Video Speaks the Story of Your Brand
    42:43
  3. 11.
    E25 | White boarding videos, dopamine and your clients
    28:00
  4. 12.
    E24 | Finding Clients and Watching Video Games
    35:02
  5. 13.
    E23 | What it means to be a credible authority
    53:15
  6. 14.
    E22 | Off Time Management (part 2)
    22:34
  7. 15.
    E21 | Moving Beyond AUM and finding HENRYs (part 1)
    36:31
  8. 16.
    E20 | How a Business Coach helps you overcome Imposter Syndrome
    38:06
  9. 17.
    E19 | What is your Digital Presence?
    39:52
  10. 18.
    E18 | Rianka started her RIA to do more
    35:11
  11. 19.
    E17 | 5 Steps To Effective Writing
    30:56
  12. 20.
    E16 | Podcasting for Financial Planners
    35:33
  13. 21.
    E15 | A Prospect Will Qualify Themselves, If You Ask
    27:20
  14. 22.
    E14 | Learning to be a Smart Financial Planner from Holland
    22:16
  15. 23.
    E13 | It’s all about the niche
    32:24
  16. 24.
    E12 | How to Hire Interns from Universities
    30:22
  17. 25.
    E11 | Why Study Groups are important for professionals
    31:48
  18. 26.
    E10 | CFP® Succession in Texas
    21:05
  19. 27.
    E09 | Kate Holmes takes her practice around the world
    19:22
  20. 28.
    E08 | Using Technology to be a better CFP®
    23:56
  21. 29.
    E07 | How one CFP® works with the press (part 2)
    22:41
  22. 30.
    E06 | Eric Roberge on working with the press (part 1)
    17:41
  23. 31.
    E05 | Cultivating the client experience with technology
    19:47
  24. 32.
    E04 | Derek R Lawson on launching his website
    34:49
  25. 33.
    E03 | Raquel Hinman shares about her social media manager
    18:20
  26. 34.
    E02 | John Buerger talks about Twitter (part 1)
    22:08
  27. 35.
    E01 | Matt Becker on his eCourses
    30:28

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